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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,997 | $202,342-39.2% | $172,753-28.8% | $152,909-19.6% |
| Participation rate | 38.9% | 87.1%-48.2pp | 82.6%-43.8pp | 82.5%-43.6pp |
| Annual return | 23.19% | 1029.88%-1006.7pp | 803.00%-779.8pp | 345.46%-322.3pp |
| Employer contribution / active EE | $1,054 | $5,857-82.0% | $5,144-79.5% | $4,764-77.9% |
| Participant deferral / active EE | $2,555 | $5,948-57.0% | $5,198-50.8% | $5,851-56.3% |
| Admin fee / account holder | $4,029 | $17,112-76.5% | $13,956-71.1% | $11,601-65.3% |